AppLovin (APP) reported $1.48 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 40.3%. EPS of $1.67 for the same period compares to $0.67 a year ago.
The reported revenue represents a surprise of +7.70% over the Zacks Consensus Estimate of $1.38 billion. With the consensus EPS estimate being $1.45, the EPS surprise was +15.17%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how AppLovin performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average Revenue Per Monthly Active Payer: $52 versus $48.32 estimated by three analysts on average.
- Monthly Active Payers: 1.5 million versus 1.57 million estimated by three analysts on average.
- Revenue- Advertising Revenue: $1.16 billion versus the six-analyst average estimate of $1.05 billion. The reported number represents a year-over-year change of +70.9%.
- Revenue- Apps Revenue: $325.05 million versus $331.66 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -14.4% change.
- Revenue- Apps Revenue- In-App Purchase: $227.54 million compared to the $223.60 million average estimate based on five analysts. The reported number represents a change of -12.2% year over year.
- Revenue- Apps Revenue- In-App Advertising: $97.51 million versus $108.31 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -19.1% change.
- Segment Adjusted EBITDA- Apps: $61.80 million versus $47.20 million estimated by four analysts on average.
- Segment Adjusted EBITDA- Advertising: $943.23 million compared to the $829.36 million average estimate based on four analysts.
View all Key Company Metrics for AppLovin here>>>
Shares of AppLovin have returned +29.5% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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AppLovin Corporation (APP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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